See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,850 | $97,044-70.3% | $83,333-65.4% | $135,375-78.7% |
| Participation rate | 53.3% | 80.4%-27.1pp | 77.8%-24.4pp | 82.6%-29.3pp |
| Annual return | -5.45% | 12.31%-17.8pp | 10.63%-16.1pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,284 | $4,143-69.0% | $3,379-62.0% | $4,779-73.1% |
| Participant deferral / active EE | $1,733 | $5,964-70.9% | $5,565-68.9% | $5,609-69.1% |
| Admin fee / account holder | $297 | $8,380-96.5% | $7,510-96.0% | $10,827-97.3% |